Senior Financial Planner - salary to £150K

BWD Search & Selection
London, South East England
17 Jul 2017
16 Aug 2017
Contract Type
Full Time
As an experienced Senior Level Financial Planner, what are the key ingredients that would make your ideal role?

Things like a exclusive, well-respected brand, a genuine internal source of HNW client referrals, a real focus on financial planning, a high salary and formulaic bonus scheme, targets and bonus based on total fee income, the autonomy to place client funds in-house or externally, an environment big enough to feel stable but small enough for your voice to be heard?

In this market its really difficult to find this combination in one place. Often you find all of these things but with a discretionary bonus scheme, or all of these but a pressure to channel all of your existing clients into the in-house DFM, or all of these but in a small firm with no real client provision or internal business sources… 

One particular firm does offer all of these things and has opportunities in several locations nationally. 

They offer: 

• High salary – basic to £150K pa 
• Formulaic bonus scheme – earn up to 40% of fee income 
• Targets and bonus based on total fee income 
• Guaranteed Bonus negotiable 
• Asset transfer incentive
• Brand - Prestigious name with a long history 
• Internal source of HNW client referrals - sweet spot £500K-5M 
• Integrated wealth management proposition - Internal DFM but no pressure to channel funds in-house 
• Environment – Autonomous, grown-up workplace 
• Ambition and vision – focused on growing financial planning as key business line 
• Size – big enough to give stability, small enough to value your input 
• Exclusive – not a firm you are likely to have been approached about before 

Interested in finding our more? Please get in contact for a confidential, exploratory chat.